Best Practices for Completing IRS Form 4506-T

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Learn the best practices for submitting IRS Form 4506-T. This form is used to retrieve past Federal Tax Returns, W-2, and 1099 transcripts that are on file with the IRS. The document gives permission for a third party to retrieve the taxpayer’s data.

Learning Objectives: Review the options for requesting borrower tax information. Understand the most common reasons for rejections. Review guidelines, usage and capacity for IRS Form 4506-T.

Recommended Prerequisites: None

Recommended Audience: Mortgage Professional, Loan Officer, Loan Processor, Underwriter

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